Financial Administrator - Aberdeen, United Kingdom - VT Wealth

VT Wealth

Verified Company

Aberdeen, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

JOB DESCRIPTION:
PRACTICE ADMINISTRATOR

Employer:

VT WEALTH

Job title:

Practice Administrator

Level/grade:

N/A_

Reports to:

Operations Director

Direct reports:

None

Main location:

Aberdeen_

Contract tenure:

Permanent

Role purpose:

To provide administrative support to the Practice Principal to ensure that the relationships between all Advisers and their clients can be optimised, and assist with the daily operation of the office.

Key duties and responsibilities:

Support to Practice Management Team

Support the daytoday business operations within the Practice;
Provide administration support to the Partner/Advisers and Operations Director/Practice Manager as required.
Liaise with Clients and Third Parties in relation to the Partner's Practice;

Business Processing

Prepare portfolio valuations as requested;
Support the Partner/Advisers to ensure the endtoend business process is adhered to and tracked efficiently in line with Partner and regulatory standards;
Maintain accurate and uptodate client information;
Liaise with Head Office and admin centres as required.

Practice Development

Support the Partner/Advisers with and contribute to all relevant projects;
Support the Partner/Advisers in gaining new prospects and clients;
Support the Practice Principal achieve Practice goals and objectives;

Team responsibilities

Project a professional image in both appearance and attitude and provide quality support on time to agreed standards;
Attend and contribute to regular update meetings with the Partner/Practice Manager;
Maintain a good working relationship with colleagues, clients and third parties.
Maintain technical competence at an appropriate level to meet the requirements of the role

Specific authorities:

Key holder for our Aberdeen Practice office.

Special requirements:

Occasional travel to our Fraserburgh office.

Person specification:

Knowledge and experience:

Previous experience in an office support role, ideally in financial services or related sector;
Knowledge of relevant regulation and legislation (desirable);
Experience of setting up and maintaining systems, processes and procedures;
Comfortable with/experienced in using electronic (client) data systems;

Skills and behaviours:

Demonstrates a positive attitude at all times;
Excellent facetoface and telephone client interaction skills and ability to build rapport swiftly;
Excellent written communication skills;
Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
Excellent organisation skills;
Excellent attention to detail;
Manages time effectively with the ability to multitask;
Keeps calm when faced with conflicting demands and handles these effectively;
Works well on own tasks as well as on shared goals as part of a team;
Open to change with a creative approach to problem solving.

Last updated:

May 2023_

Next review date:

January 2024_
This role profile sets out the scope and main duties of the post at the date on which it was drawn up. Such details may vary from time to time without changing the general character of the post or the level of responsibility entailed. Such variations are a common occurrence and cannot of themselves justify a reconsideration of the level or remuneration of the post. All employees of the Practice are expected to be flexible in undertaking the duties and responsibilities attached to their role and may be asked to perform other duties which reasonably correspond to the general character of their role and their level of responsibility. _

Salary:
£22,000.00-£27,500.00 per year

Benefits: